Valley Forge Capital Management·CIK 1364558
56
Positions
$395.7M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q1 2010
Portfolio Value Over Time
| NEW |
| 3 | DRI | 2.06% | $8,156,000 | NEW |
| 4 | CREE | 1.94% | $7,676,000 | NEW |
| 5 | BBY | 1.88% | $7,419,000 | NEW |
| 6 | OSK | 1.32% | $5,225,000 | NEW |
| 7 | HIG | 1.12% | $4,428,000 | NEW |
| 8 | MU | 1.06% | $4,191,000 | NEW |
| 9 | WOR | 1.04% | $4,095,000 | NEW |
| 10 | PETM | 1.01% | $4,011,000 | NEW |
| 11 | MXIM | 1.00% | $3,938,000 | NEW |
| 12 | HRS | 0.98% | $3,885,000 | NEW |
| 13 | RTN | 2.09% | $8,269,000 | ▲ +0.1% |
| 14 | AFL | 2.49% | $9,849,000 | ▲ +0.2% |
| 15 | JWN | 1.90% | $7,512,000 | ▲ +0% |
| 16 | MCD | 1.82% | $7,196,000 | ▲ +0% |
| 17 | CXWXXXX | 0.84% | $3,328,000 | NEW |
| 18 | TRV | 1.86% | $7,340,000 | ▲ +0.1% |
| 19 | GAP | 1.92% | $7,591,000 | ▲ +0.1% |
| 20 | DD | 1.77% | $7,016,000 | ▲ +0.1% |
| 21 | WFC | 1.97% | $7,809,000 | ▲ +0.2% |
| 22 | FDS | 1.68% | $6,661,000 | ▲ +0.1% |
| 23 | AAPL | 1.62% | $6,404,000 | ▲ +0.1% |
| 24 | LZ | 2.40% | $9,484,000 | ▲ +0.4% |
| 25 | WYND | 2.57% | $10,172,000 | ▲ +0.4% |
| 26 | TMK | 2.11% | $8,350,000 | ▲ +0.3% |
| 27 | CSCO | 1.16% | $4,592,000 | ▲ +0% |
| 28 | DGX | 1.90% | $7,508,000 | ▲ +0.8% |
| 29 | UNM | 1.28% | $5,081,000 | ▲ +0.2% |
| 30 | PCLN | 1.55% | $6,131,000 | ▲ +0.3% |
| 31 | ROST | 1.50% | $5,953,000 | ▲ +0.5% |